NGREX Mutual Fund

NAV$11.37

Returns Overview

1 Month
+4.03%
3 Months
+3.55%
6 Months
+9.12%
YTD
+12.13%
1 Year
+13.47%
3 Years (annualized)
+10.38%
5 Years (annualized)
+2.15%
10 Years (annualized)
+3.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGREX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World IMI Core Real Estate Index(^MSACWIMICRE)
This Mutual Fund (YTD)
+12.13%
Peer Avg (YTD)
+11.24%
vs Peers
+0.89%

NGREX Mutual Fund Performance

NGREX performance across multiple time periods: 1-month 4.03%, YTD 12.13%, 1-year 13.47%, 3-year 10.38%, 5-year 2.15%, 10-year 3.78%.

NGREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

NGREX performance comparison shows side-by-side returns with another fund. NGREX alternatives are available in the Mutual Fund Screener.